月度现金回顾 – 英镑

关键论点

• 货币政策委员会于9月17日以6比3的投票结果将银行利率维持在3.75%，Pill、Greene和Mann再次支持立即加息至4.00%；数位支持维持不变的委员认为加息理由正在积累。
• 央行预计第四季度通胀约为3.75%，并在2027年初略超4%，自7月以来几乎所有的通胀恶化都归因于石油、天然气和成品油价格。
• 8月CPI从2.9%升至3.1%，但核心CPI持平于2.6%，服务业通胀持稳于3.4%，保持了整体通胀走高与国内压力仍在缓解之间的区别。
• 央行将以每年约460亿英镑的平均速度缩减剩余的3680亿英镑货币政策用途国债至2034年，其中包括每年200亿英镑的出售。

对应原文证据

1. Several members who voted to hold indicated that the case for tightening was building as elevated energy prices increased the risk of broader inflation pressures.
2. The Bank now expects inflation to reach approximately 3.75% in the fourth quarter and slightly exceed 4% in early 2027, with almost all the deterioration since July attributable to oil, gas and refined-product prices. · 2027
3. The remaining £368 billion of gilts held for monetary policy purposes will be unwound at an average pace of £46 billion annually through 2034, including £20 billion of yearly sales, while £120 billion of long-dated gilts will remain to support banknote issuance. · 2034